Filed September 5, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,723 | $89,753+178.2% | $107,525+132.2% | $84,808+194.5% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 13.69% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,562 | $3,113+78.6% | $3,754+48.2% | $2,631+111.4% |
| Participant deferral / active EE | $10,305 | $4,056+154.0% | $5,116+101.4% | $4,212+144.7% |
| Admin fee / account holder | $1,335 | $7,222-81.5% | $8,919-85.0% | $7,344-81.8% |